Drive Setup

Error: JavaScript is disabled in your browser. Using this site without javascript enabled will prevent settings from applying to your account. Please enable javascript before proceeding. Contact support@nldrive.ai if you need assistance.

Beneficiary Liquidity Updater

Email of User Leads Should be Assigned To *

Name of User Leads Should be Assigned To *

Link to BLP Survey *

Select a number of reach out attempts *

The AI will reach out once a week until the number of attempts is exceeded or the contact responds and completes the survey.

Add the email address(es) of anyone who should receive updates about this campaign.

PreNeed WhitePaper

Calendar Setup

Calendar Booking Link *

Enter the full URL of your calendar booking link. This link will be included in post-event emails to invite people to book an appointment.

Who should leads generated by this campaign be assigned to?

Assigned User Full Name *

Assigned User Email *

Who should receive updates and notifications about this campaign?

If left blank, all notifications will go to the assigned user. Enter comma separated list if multiple users should receive updates ("[email protected], [email protected], [email protected]")

Add the email address(es) of anyone who should receive updates about this campaign.

Beneficiary Liquidity Program

This section is restricted to members of the BLP Program

Beneficiary Liquidity Updater

PreNeed WhitePaper